Paraplanner

Job Title: ParaplannerLocation: Cheshire (Hybrid/Remote)Salary: Up to £40kOverview:A dynamic Wealth Management Practice in Cheshire is seeking an experienced Paraplanner to join their growing team. This hybrid role offers excellent opportunities for personal development within a supportive and ambitious environment.What will you do?Provide research and...

Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

Paraplanner.Salary: £45k to £50k plus discretionary annual bonus and excellent benefits.Location: Bishop’s Stortford, Office Based (5 days per week)About the Company:Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks,...

Job Title: ParaplannerLocation: Londonderry, Northern IrelandAbout BenchmarkBenchmark is an award-winning firm offering innovative solutions in regulatory, platform, and investment services, designed to assist advisers at every stage of their journey— from launching and managing a financial advice business more effectively to accelerating growth and...

We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a leading business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.Due to continued organic growth, they now have the requirement for an...

Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment...

We are looking looking for an experienced Paraplanner to join this excellent business in GlasgowYou will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)THE ROLETo prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for...

Job Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

South Yorkshire (Remote based with expectation of being in the office twice per month)£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following;Undertake appropriate, accurate and relevant...

Our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team.We are looking for someone with specific experience and skills. You should be able to tick these boxes:· Paraplanning for at...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

Mbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client is a prestigious business that has an outstanding reputation, they are an award-winning national firm who have offices across the country.The client is a forward thinking,...

As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

Job Title: Senior Paraplanner - Technical Lead (Client Facing)Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...